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Accessory Products

  • 1.  Accessory Products

    Posted 10 days ago
    Two requests:
    1. Can anyone suggest a document management system that works well with GP?
    2. Does anyone have a sort of ad hoc reporting front end that's more user-friendly than SmartLists?
    #GP2016and2016R2 #BIandReporting 
    ​​​

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    Art Cabot
    IT Director
    Sizemore, Inc.
    Augusta GA
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  • 2.  RE: Accessory Products

    GPUG ALL STAR
    Posted 10 days ago
    @Art Cabot,

    ​>> 2. Does anyone have a sort of ad hoc reporting front end that's more user-friendly than SmartLists? <<

    That's a new one on me! I've never heard that SmartLists aren't user-friendly! Are you getting complaints from users about SmartLists? There are certain things that it can't do, but one can always export to Excel to do more formatting, subtotaling, filtering, pivot tables, etc.

    The only alternative that might be more user-friendly would be SmartView from eOne. SmartView can be used outside of GP.

    Sincerely,

    ------------------------------
    "Sparkly" Steve Erbach - Green Bay, WI
    Co-Chair, GPUG WI (Green Bay) Chapter
    Blog: https://www.gpug.com/blogs/steve-erbach
    Twitter: twitter.com/serbach

    ───────────────
    Excel Webinar List as of 22-Mar-2019
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  • 3.  RE: Accessory Products

    SILVER CONTRIBUTOR
    Posted 9 days ago
    @Art Cabot,
    You could try SmartList Builder from eOne to allow you more customized reports within SmartLists.  Otherwise, we use Excel refreshable reports and Excel query for most of our reporting.  Both pull the data directly from GP but allow you to manipulate the data within Excel.  If your team is more familiar with Excel, that might be a great option for you.

    ​​

    ------------------------------
    Sara Flaws
    Staff Accountant
    ADO Products LLC
    Plymouth MN
    sflaws@adoproducts.com
    ------------------------------



  • 4.  RE: Accessory Products

    Posted 9 days ago
    Thanks, Sara.  I've actually had, and extensively used, SmartList Builder for years, but we have a new CFO who doesn't even like SmartLists; he's used to a more GUI-based ad hoc reporting interface, I think.  Anyhow, I'm scheduled for a demo of eOne's SmartView on Thursday.

    ------------------------------
    Art Cabot
    IT Director
    Sizemore, Inc.
    Augusta GA
    ------------------------------



  • 5.  RE: Accessory Products

    GPUG ALL STAR
    Posted 9 days ago
    @Art Cabot,

    ​>> ...but we have a new CFO who doesn't even like SmartLists <<

    Oooohhhhh! I get it! You didn't say that it was your CFO! SmartLists are definitely a more down-in-the-trenches kind of tool, not up in the C-suite!

    Is the CFO looking for detailed reports? Or for dashboards and visual representation of information? Are you a Power BI shop?

    Regards,


    ------------------------------
    "Sparkly" Steve Erbach - Green Bay, WI
    Co-Chair, GPUG WI (Green Bay) Chapter
    Blog: https://www.gpug.com/blogs/steve-erbach
    Twitter: twitter.com/serbach

    ───────────────
    Excel Webinar List as of 22-Mar-2019
    ------------------------------



  • 6.  RE: Accessory Products

    Posted 9 days ago
    Steve:
    I think he's looking for an easy-to-use report tool that will let EVERYBODY query the system for what they want, even if they don't KNOW what they want!  Kinda like the ruler in the Bible who wanted his dream interpreted but couldn't remember what the dream WAS!

    ------------------------------
    Art Cabot
    IT Director
    Sizemore, Inc.
    Augusta GA
    ------------------------------



  • 7.  RE: Accessory Products

    GPUG ALL STAR
    Posted 9 days ago
    @Art Cabot,

    Well! I hope that doesn't lead to ​​lions' dens or writing on the wall or plagues!

    I'm reminded of what Rob Collie said. He's the author of Power Pivot and Power BI, about the best book there is on those topics:
    People don't know what they need until they've seen what they asked for.

    Sincerely,

    ------------------------------
    "Sparkly" Steve Erbach - Green Bay, WI
    Co-Chair, GPUG WI (Green Bay) Chapter
    Blog: https://www.gpug.com/blogs/steve-erbach
    Twitter: twitter.com/serbach

    ───────────────
    Excel Webinar List as of 22-Mar-2019
    ------------------------------



  • 8.  RE: Accessory Products

    Posted 8 days ago
    How about document management systems?  Surely someone has something they absolutely LOVE!

    ------------------------------
    Art Cabot
    IT Director
    Sizemore, Inc.
    Augusta GA
    ------------------------------



  • 9.  RE: Accessory Products

    TOP CONTRIBUTOR
    Posted 8 days ago
    Art,
    We want to remember Encore also has Advanced SmartLists - this is an add on to the native GP SmartLists....  like putting it on steriods!
    Advanced SmartList (ASL) is a seamless extension to SmartList Favorites, a Microsoft Dynamics GP query tool. It
    adds power to the existing SmartList application by giving users of all levels the ability to create advanced
    customized inquiries which result in easier, faster access to the information stored in Dynamics GP. Endorsed as
    one of the most useful Dynamics GP add-ons for speed and ease of use, ASL also offers flexible data manipulation
    and navigation capabilities.

    If you want a cool reporting tool that is different than SmartLists- check out ActivReporter.  This is a great reporting tool that will convert your MR reports, has budgeting and Power BI.


    ------------------------------
    Kim Peterson
    218-862-5002
    Kim@DynamicsConnections.com
    #KimPetersonGP
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